Modi Wealth Management jobs - Financial advisor

Financial Advisor

Modi Wealth Management
experience 1 to 2 Years
salary 10,000 - 12,000 Per Month
qualification
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Posted: 4 Years ago
Views: 8
Applications: 0
Openings: 1

Job Description

  • Managing individual client portfolios on regular basis.
  • Regularly source and convert leads provided by the company into clients.
  • Conduct regular meetings with the clients for their financial planning related closures and reviews.
  • Bachelor degree in business, finance or related field.
  • 1-2 years of sales experience.
  • Knowledge of mutual fund, securities, and insurance industries.
  • Proficient in Word, Excel, Outlook, and PowerPoint.

Job Particulars

Role Others
EducationB.Com
Who can applyExperienced (1 to 2 Years)
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id160745
Job Category Others
StateMaharashtra
Country India

About Company

With over 25 years in the industry, backed by a strong legacy that spans over four decades, Modi Wealth Management is now managed by third generation entrepreneurs who have carved a niche for themselves in the finance business.

At Modi Wealth the chain of command is handled by direct family members which is an integral factor differentiating us from others, ensuring consistency & integrity at every level. Each vertical within the company is headed by experienced senior family member thus making it possible for us to handle diverse portfolios efficiently.
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